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Legacy Wealth Management (Idaho)’s Super Micro Computer SMCI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-300
Closed -$6.83K – 825
2026
Q1 		$6.83K Hold
300
– – ﹤0.01% 559
2025
Q4 		$8.78K Hold
300
– – ﹤0.01% 449
2025
Q3 		$14.4K Hold
300
– – 0.01% 304
2025
Q2 		$14.7K Hold
300
– – 0.01% 275
2025
Q1 		$10.3K Sell
300
-91
-23% -$3.45K 0.01% 321
2024
Q4 		$14.2K Sell
391
-2,609
-87% -$94.8K 0.01% 250
2024
Q3 		$6.1K Buy
+3,000
New +$183K ﹤0.01% 373

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SMCI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Super Micro Computer (SMCI) in Q2 2026, closing a stake of 300 shares — an estimated $6.83K sold.

Legacy Wealth Management (Idaho) first reported a position in SMCI in Q3 2024 and held it in 7 quarters. The position peaked at $14.7K in Q2 2025. 773 funds tracked by Wall St. Rank hold SMCI as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Super Micro Computer position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 300 Super Micro Computer shares in Q2 2026, an estimated $6.83K.
  • Legacy Wealth Management (Idaho) first reported a position in Super Micro Computer in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Super Micro Computer position peaked at $14.7K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.